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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
2026
Brady Martz Wealth Solutions
North Dakota
$358K -$277 -11 -0.1%
TPWA
2027
TRUE Private Wealth Advisors
Oregon
$358K +$23.8K +948 +8%
RWB
2028
RMR Wealth Builders
New Jersey
$357K -$18.1K -720 -5%
LCM
2029
LCM Capital Management
Illinois
$357K +$176 +7 +0.1%
BCP
2030
Blackhawk Capital Partners
Wisconsin
$357K -$10.3K -409 -3%
UBP
2031
Union Bancaire Privee
Switzerland
$357K -$1.48M -58,894 -81%
GFPC
2032
Global Financial Private Client
Florida
$356K +$7.07K +281 +2%
PAG
2033
Poinciana Advisors Group
Florida
$356K -$604 -24 -0.2%
AWM
2034
Accel Wealth Management
Iowa
$356K +$8.63K +343 +3%
AIM
2035
Aigen Investment Management
New York
$355K +$316K +12,566 New
MFGM
2036
Marshall Financial Group (Maryland)
Maryland
$355K -$108K -4,275 -25%
WA
2037
Wealthstream Advisors
New York
$355K +$4.2K +167 +1%
WWG
2038
West Wealth Group
California
$355K +$7.95K +316 +3%
RTC
2039
Riverview Trust Company
Washington
$355K -$23.9K -952 -7%
MIC
2040
Means Investment Company
Maine
$353K +$24.5K +973 +8%
MWA
2041
Muirfield Wealth Advisors
North Carolina
$353K +$3.62K +144 +1%
RPWA
2042
Regent Peak Wealth Advisors
Georgia
$353K -$12.8K -507 -4%
IA
2043
IFC Advisors
California
$353K +$314K +12,472 New
HBFP
2044
Henderson Brothers Financial Partners
Pennsylvania
$352K +$357K +14,188 New
WCFA
2045
Walkner Condon Financial Advisors
Wisconsin
$351K +$21.3K +848 +7%
PAG
2046
Powers Advisory Group
Illinois
$351K -$6.24K -248 -2%
HCM
2047
Hengehold Capital Management
Ohio
$351K -$2.79K -111 -0.9%
SM
2048
Salzhauer Michael
$351K +$312K +12,398 New
SL
2049
Sentinus LLC
Illinois
$351K -$18.4K -732 -6%
ACS
2050
Archford Capital Strategies
Illinois
$350K +$5.86K +233 +2%